Atkins Bland Limited

• Principal Place of Business

  1 Consort House

  Princes Road

  Ferndown

  BH22 9JG

  UNITED KINGDOM

  Phone

  +4401202861617

  Web

  https://www.atkinsbland.co.uk

• Complaints Contact

  1 Consort House

  Princes Road

  Ferndown

  BH22 9JG

  UNITED KINGDOM

  Phone

  +4401202861617

• Pension Transfer Advice

  For Professional, Retail (Investment), Life Policy, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Stakeholder pension scheme, Unit

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Equity Release Advice

  For Customer, Home reversion plans

• Investment Advice (no pensions)

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

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  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Advice

  For Customer, Regulated mortgage contract

• Authorised to Operate

• Equity Release Arranging

  For Customer, Home reversion plans

• Arranges Investments

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Mortgage Arranging

  For Customer, Regulated mortgage contract

• Insurance Admin

  For Commercial, Retail (Non-Investment Insurance), Non-investment insurance contracts

• Equity Release Setup

  For Customer, Home reversion plans

• Mortgage Setup

  For Customer, Regulated mortgage contract

• Investment Setup

  For Commercial, Professional, Retail (Investment), Retail (Non-Investment Insurance), Certificates representing certain security, Debenture, Government and public security, Life Policy, Non-investment insurance contracts, Personal pension scheme, Rights to or interests in investments (Contractually Based Investments), Rights to or interests in investments (Security), Share, Stakeholder pension scheme, Structured Deposits, Unit, Warrant

  Show 1 limitation Hide limitations

  • · Investment activity in "rights to or interests in investments (security)" and "rights to or interests in investments (contractually based investment)" is limited to the investment types granted for this activity.

• Keith Robert Meredith

  IRN KRM00009

  • CF21 Investment Adviser (1 Dec 2001 to 8 Mar 2004)
• Kevin Neil Bland

  IRN KNB00005

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 2. Giving personal recommendations on securities which are not stakeholder pension schemes or personal pension schemes or broker funds
  • SMF17 Money Laundering Reporting Officer (MLRO) (since 26 Jan 2020)
  • SMF16 Compliance Oversight (since 9 Dec 2019)
  • SMF3 Executive Director (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • Responsible for Insurance Distribution (since 1 Oct 2018)
  • Responsibility for MCD Intermediation (since 26 Apr 2016)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • Responsible for Insurance Mediation (14 Jan 2005 to 30 Sep 2018)
  • CF27 Investment Management (1 Dec 2001 to 12 Sep 2003)
  • CF21 Investment Adviser (1 Dec 2001 to 31 Oct 2007)
  • CF10 Compliance Oversight (1 Dec 2001 to 8 Dec 2019)
  • CF8 Apportionment and Oversight (1 Dec 2001 to 1 Nov 2007)
  • CF1 Director (1 Dec 2001 to 8 Dec 2019)
• Lorraine Danielle Jones-Knott

  IRN LDJ01014

  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 27 Aug 2021)
  • CF30 Customer (22 Feb 2018 to 8 Dec 2019)
• Marc Darren Lewton

  IRN MDL00009

  • CF21 Investment Adviser (1 Dec 2001 to 30 Dec 2005)
• Miles Coughlan

  IRN MXC00917

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • [FCA CF] Client dealing (since 25 Jul 2025)
  • [FCA CF] Functions requiring qualifications (since 25 Jul 2025)
  • [FCA CF] Client dealing (3 Feb 2023 to 1 Apr 2024)
  • [FCA CF] Functions requiring qualifications (3 Feb 2023 to 1 Apr 2024)
• Peter Allan Cooke

  IRN PAC00079

  • CF30 Customer (1 Nov 2007 to 27 Apr 2012)
  • CF21 Investment Adviser (31 Aug 2004 to 31 Oct 2007)
  • CF22 Investment Adviser (Trainee) (13 Aug 2004 to 31 Aug 2004)
• Robert David Stapleton Carter

  IRN RDC00002

  • [FCA CF] Client dealing (9 Dec 2019 to 13 Oct 2021)
  • [FCA CF] Functions requiring qualifications (9 Dec 2019 to 13 Oct 2021)
  • CF30 Customer (20 Feb 2014 to 8 Dec 2019)
• Simon Roger Cox

  IRN SRC00011

  • 6. Giving personal recommendations on Friendly Society tax-exempt policies (other than Holloway sickness policies where the Holloway policy special application conditions are met)
  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • [FCA CF] Functions requiring qualifications (since 9 Dec 2019)
  • [FCA CF] Client dealing (since 9 Dec 2019)
  • CF30 Customer (1 Nov 2007 to 8 Dec 2019)
  • CF21 Investment Adviser (2 Jan 2002 to 31 Oct 2007)
  • CF24 Pension Transfer Specialist (1 Dec 2001 to 31 Oct 2007)

No changes recorded yet.